When setting up a new Turbo Inventory system, customers can easily be imported as a CSV file. This means you can transfer customers from an existing system (such as TAS Books, Outlook or Sharepoint), by exporting them from that system as a spreadsheet, renaming the columns to match Turbo Inventory, then importing the file directly into Turbo Inventory.
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Importing you Customers
- Head onto the left-hand Navigation Bar and click Customers
- Click Import Customers
- From the new window that opens up select your customer file
- Click Open
Turbo Invnentory will now import all the customers in the file and will refresh the customer page once done. Once all the customers are imported you can run a spot check to make sure the information was parsed correctly